Nonprofit · EIN 36-4441039
CGW FAMILY FOUNDATION
Tax-exempt · IRVING, TX 75038
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $101,028 | $78,151 | $22,877 | $794,534 | $130 | $794,404 |
| December 31, 2023 | 990-PF | $63,471 | $76,348 | -$12,877 | $771,587 | $60 | $771,527 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $22,479
- Net gain from sales of assets
- $78,549
Expenses
- Grants and similar amounts paid
- $65,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $65,000
- Excise tax on investment income
- $1,221
Balance sheet and other
- Total assets, start of year
- $771,587
- Total assets, end of year
- $794,534
- Total liabilities, end of year
- $130
- Net assets, end of year
- $794,404
- Fair market value of assets
- $1,341,031
- Qualifying distributions
- $65,000
- Net investment income
- $101,028
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLYN G WHEELER 4774 BYRON CIRCLE, IRVING, TX 75038 | PRESIDENT | 1 | $0 |
| JULIA L O'HICKEY 4774 BYRON CIRCLE, IRVING, TX 75038 | V. PRESIDENT | 1 | $0 |
| S GAYE HOEFLICH 1643 CALLIANDRA RD, CARLSBAD, CA 92009 | SECR/TREASURER | 1 | $0 |
| J KENT WHEELER 13 ELMWOOD STREET, MARBLEHEAD, MA 01945 | DIRECTOR | 1 | $0 |
| JERELD K WHEELER 1138 S RACE, DENVER, CO 80210 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLYN G WHEELER 4774 BYRON CIRCLE, IRVING, TX 75038 | PRESIDENT | 1 | $0 |
| JULIA L O'HICKEY 4774 BYRON CIRCLE, IRVING, TX 75038 | V. PRESIDENT | 1 | $0 |
| S GAYE HOEFLICH 1643 CALLIANDRA RD, CARLSBAD, CA 92009 | SECR/TREASURER | 1 | $0 |
| J KENT WHEELER 13 ELMWOOD STREET, MARBLEHEAD, MA 01945 | DIRECTOR | 1 | $0 |
| JERELD K WHEELER 1138 S RACE, DENVER, CO 80210 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4501 REDWOOD CT, IRVING, TX 75038-6321
- In care of
- % CAROLYN WHEELER
- Signed the 990-PF
- CAROLYN G WHEELER, PRESIDENT
- Phone
- (847) 441-5644
- Return prepared by
- WEISS & COMPANY LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 36-4441039
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $794,534
- Income (IRS master file)
- $454,197
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $101,028 | $78,151 | $794,534 | XML |
| 990-PF | December 2023 | $63,471 | $76,348 | $771,587 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-4441039).
Questions about CGW FAMILY FOUNDATION
- What is the EIN of CGW FAMILY FOUNDATION?
- The employer identification number (EIN) of CGW FAMILY FOUNDATION is 36-4441039.
- Is CGW FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to CGW FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CGW FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CGW FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CGW FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of CGW FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does CGW FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $101,028, expenses of $78,151 and total assets of $794,534 at year end.
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